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Microsoft’s AI data center growth key for Azure’s momentum, says UBS
UBS reduced its price target to $600 from $650 and kept a ‘Buy’ rating. ・The firm highlighted progress in the company’s build ...
Microsoft has stood up 1GW of data center capacity in Q2 of FY2026 alone, in another quarter of heavy spending. This is a ...
Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say.
Microsoft intends to expand in a place where it's been welcomed, months after backing down on a rezoning attempt in an ...
Microsoft and Meta’s latest earnings calls offered a concentrated look at the AI data center buildout, revealing how ...
The data center is being developed at Via dei Pioppi & Via Rimembranze, 27010 Bornasco, with works already underway. "Urban ...
The issue appears to be mostly affecting users on the West Coast, but certain services that rely on Azure, including the Microsoft Store, are experiencing outages and slowdowns after a data center ...
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